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Goodman Advisory Group’s O'Reilly Automotive ORLY Stock Holding History

Goodman Advisory Group’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-225
Closed -$12.7K – 177
2023
Q1 		$12.7K Sell
225
-105
-32% -$5.75K 0.01% 108
2022
Q4 		$19K Hold
330
– – 0.01% 99
2022
Q3 		$15K Hold
330
– – 0.01% 106
2022
Q2 		$14K Buy
+330
New +$14.2K 0.01% 111

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goodman Advisory Group's ORLY Position: Q2 2023 in Review

Goodman Advisory Group sold out of O'Reilly Automotive (ORLY) in Q2 2023, closing a stake of 225 shares — an estimated $12.7K sold.

Goodman Advisory Group first reported a position in ORLY in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 1,231 funds tracked by Wall St. Rank hold ORLY as of Q2 2023.

  • Goodman Advisory Group reported no remaining O'Reilly Automotive position as of Q2 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 225 O'Reilly Automotive shares in Q2 2023, an estimated $12.7K.
  • Goodman Advisory Group first reported a position in O'Reilly Automotive in Q2 2022 and held it in 4 quarters.
  • Goodman Advisory Group's O'Reilly Automotive position peaked at $19K in Q4 2022.
  • 1,231 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.